Sandra is a Director at National Advisors Trust Company; she serves on the Governance Committee and is Chair of National Advisors Advisory Council. Sandra is a former Managing Director at Mercer Advisors and was responsible for M&A activities after merging her firm in 2018. Prior to the merger, Sandra was a Co-founder, Principal, and Managing Partner of GFS Private Wealth. She began her career in the financial services industry at IDS Company in 1992. IDS was an early adopter of financial planning recognizing its impact for clients. She took her knowledge to Merrill Lynch in 1994, where she was instrumental in the development of the firm’s financial planning tools and in training the advisors on the benefits of using planning in their business. Sandra became an advisor in 1997 at Merrill Lynch.
In 2012, she left the brokerage industry to serve as a fiduciary and lead a successful fee-only wealth management RIA practice, GFS Private Wealth, LLC. In addition to firm leadership, she focused on Total Wealth planning for affluent individuals and their families, specializing in the areas of legacy planning, including wealth transfer, and conducting family governance meetings. In 2015, under Sandra’s direction, the firm started Mainsail Family Trust, a Trust Representative Office of National Advisors Trust Company. Sandra is a Certified Divorce Financial Analyst ™ as well as a Certified Estate and Trust Specialist ™ .